Documents and Item Basics- Table of Contents

• Introduction to Documents and Item Basics
• Standard Document Features
• Document Header
• Document Mid-Section Tabs
• Document Attachments and Routing Tabs
• Document Creation
• Accessing Documents
• Copying Documents
• Exclusive Update Rights
• Document’s Items Tab
• Items Tab: Drag and Drop to Reorder
• Items Tab: Show/Hide Items
• Items Tab: Add Items
• Items Tab: Delete Items
• Items Tab: Move Items into Folders
• Items Tab: Copy Folder/Copy Items
• Items Tab: Via Excel
• Items Tab: Enter Items Via Excel
• Items Tab: Edit Items Via Excel
• Items Tab: Export Items Via Excel
• Items Tab: Import Items Via Excel
• Items from Attached “Via Excel” Files